Summary: This comprehensive guide shows you how to leverage the Check-In Settings wheel to customize your event attendance process, detailing the three Mode options (Search, List, Kiosk), how to use the Headcount and Add Barcode tools, and the function of the Tag Filter.
Before You Begin
- Access: Navigate to an Event - Check In - Click the Settings wheel in the upper right corner.
- Permissions: You need (Events > View Events and Check In People) permissions OR a Check In Only Account.
Check In Settings Breakdown
| Option | Functionality | Usage Scenario |
|---|---|---|
| 1. Printer | Selects available printers for name tags or sets a computer as a Print Station. | Essential for printing name tags at check-in. |
| 2. Mode | Switches between Search, List, and Kiosk check-in styles. | Kiosk Mode is recommended for secure, un-manned stations (only phone/barcode search). |
| 3. Headcount | Adds anonymous people to the total count for attendance. | Used to quickly record total attendance without individual names being checked in. |
| 4. Add Barcode | Allows you to assign a new barcode to an existing person's profile by scanning a barcode and typing their name. | Speeds up the check-in process for individuals not yet in the system with a barcode. |
| 5. Tag Filter | Narrows the eligible list displayed on the check-in screen to only show people associated with specific tags. | Volunteers can easily filter the list to just their class/group (only available if eligibility is set to Specific Tags). |
Step-by-Step Instructions
To Change the Check-In Mode
- Click the Settings wheel in the upper right corner.
- Select the option for Mode.
-
Choose between Search, List, or Kiosk Mode.
- Kiosk Security: If you select the little lock button, you will have to type in a password to switch modes, which is highly recommended for security.
- Click Apply.
To Add a Barcode to a Person
You will need to already have a Supported Barcode Scanner.
- Click the Settings wheel - Click the "Add Barcode" option.
- Type in the person Name and Scan the barcode you wish to assign to them.
- Click "Add Barcode."
To Apply a Tag Filter (Classes)
- Click the Settings wheel - Click the "Tag Filter" option.
- Select the tags containing the people you'd like included on the list.
- To Remove: Click the already selected filter checkmark twice or select the "Remove Filter" option.
Troubleshooting & FAQs
- Why is the Tag Filter grayed out? The Tag Filter option is only available if you used the Event Check in Eligibility option of Specific Tags when creating your event.
- Why would I use the Add Barcode option? This is a helpful tool for quickly assigning a physical barcode (from a key tag or pre-printed sheet) to a member's profile for future check-ins.
- How can I switch between events on the calendar? You can use the calendar in the upper left corner of the Check-In screen to switch between events on a specific day or move to different days on the calendar.